Brogan Financial’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $520K | Buy |
1,793
+57
| +3% | +$16.5K | 0.23% | 26 |
|
|
2025
Q1 | $426K | Buy |
1,736
+397
| +30% | +$97.4K | 0.21% | 35 |
|
|
2024
Q4 | $321K | Buy |
1,339
+63
| +5% | +$15.1K | 0.16% | 40 |
|
|
2024
Q3 | $269K | Buy |
1,276
+95
| +8% | +$20K | 0.15% | 44 |
|
|
2024
Q2 | $239K | Buy |
1,181
+52
| +5% | +$10.5K | 0.15% | 41 |
|
|
2024
Q1 | $226K | Buy |
+1,129
| New | +$226K | 0.15% | 40 |
|